World Trade Skids for First Time Since Financial Crisis by Wolf Richter • Aug 25, 2019 • 56 Comments Exports by China, Japan, and Eurozone under pressure — in part because of globally weak demand for new vehicles, which transcends the trade war.
Subprime Auto Loans Blow Up, Delinquencies at 2009 Level, Biggest 12-Month Surge Since 2010 by Wolf Richter • Aug 13, 2019 • 99 Comments But these are the good times. Automakers are not amused.
Why Have Global Semiconductor Sales Plunged & Gotten Stuck at These Levels for 5 Months Now? by Wolf Richter • Aug 10, 2019 • 79 Comments Today’s scenario is very unlike the plunge during the Financial Crisis, which blew over in no time.
How Can a Company Lose $5.2 Billion on $3.2 Billion in Revenue? Uber Shows How by Wolf Richter • Aug 8, 2019 • 152 Comments And rideshare revenue is stagnating.
World Trade in Face of Tariffmageddon, Trade Wars & Manufacturing Slowdown by Wolf Richter • Jul 25, 2019 • 70 Comments Consumers and companies keep plugging, the world has not come to an end.
I Got it, Nothing Matters. Tesla, Boeing, Other Stocks: It’s Like the Whole Market Has Gone Nuts by Wolf Richter • Jul 24, 2019 • 274 Comments Story stocks, momentum stocks, hyperventilation stocks, consensual hallucination stocks, financial engineering stocks: anything but reality.
Californians Sour on Tesla Model S and Model X by Wolf Richter • Jul 23, 2019 • 101 Comments In their most important US market, the plunge in registrations far outpaced their already stunning global decline. Which opens a whole new question.
My Advice to the Fed on “Low Inflation”: Use a Different Index for Crying Out Loud and Tell the BLS to be Less Aggressive with “Hedonic Quality Adjustments” by Wolf Richter • Jul 13, 2019 • 116 Comments The Fed could instantly claim victory and pocket the kudos.
China Auto Sales Spiral Down, But This Time It’s Different: Government Refuses to Bail Them Out with Big-Fat Incentives by Wolf Richter • Jul 11, 2019 • 80 Comments Here’s why. The strategy is a game changer with global impact.
Vehicle Sales Plunge amid India’s Shadow-Bank Debt Crisis & Contagion Fears by Wolf Richter • Jul 10, 2019 • 35 Comments Shadow banks provided 40% of new loans for vehicle purchases in India. “Probably the most prolonged de-growth phase we have seen.”
